Wealth Manager
    Manages Private Funds

    Wealth Plus of the Dakotas, Inc.

    Registered investment advisor · Aberdeen, South Dakota · CRD #287536

    Assets Under Management
    $79M
    Client Accounts
    135
    Employees
    4
    CRD Number
    287536
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Plus of the Dakotas, Inc.

    Wealth Plus of the Dakotas, Inc. is a registered investment advisory firm headquartered in Aberdeen, South Dakota, managing approximately $79M in regulatory assets across 135 client accounts. The firm's full regulatory record is filed with the SEC under CRD #287536.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Plus of the Dakotas, Inc.

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    Frequently Asked Questions

    What is Wealth Plus of the Dakotas, Inc.'s AUM?

    Wealth Plus of the Dakotas, Inc. reports approximately $79M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Plus of the Dakotas, Inc. headquartered?

    Wealth Plus of the Dakotas, Inc. is headquartered in Aberdeen, South Dakota.

    What is Wealth Plus of the Dakotas, Inc.'s CRD number?

    Wealth Plus of the Dakotas, Inc.'s CRD number is 287536. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Plus of the Dakotas, Inc. manage?

    Wealth Plus of the Dakotas, Inc. manages approximately 135 client accounts according to its latest SEC filing.

    Is Wealth Plus of the Dakotas, Inc. SEC registered?

    Wealth Plus of the Dakotas, Inc. is registered as a STATE investment adviser.

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